Job description

Financial Partners Credit Union is one of the nation’s largest credit unions with a reputation for being financially sound, focused on our members and partners, and growth-oriented.

We are looking for a Personal Banker with a proven track record of success to join the team in our Seal Beach branch . As a Personal Banker, you will be assisting members with various loan options, explaining features of all our products and services, opening accounts and referring members for financial planning, investments and insurance products. Primary duties of this unique opportunity are as follows:

DUTIES:

• Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans.
• Grow membership through outside business development efforts and generating new Select Employer Groups.
• Apply consultative sales skills with members and use credit reports to perform a credit review for members identifying cross sell opportunities.
• Open and close checking, savings, money market, CD’s, IRA’s following credit union policies and procedures.
• Present and discuss features and benefits of all CU products and services
• Assist members in using convenient access services, such as Mobile, Bill Pay, Direct Deposit, E Banking, E Quest, PTM, ATM and shared branches.
• Educate members on all the services available to them.
• Teleconsult and follow up on approved, unfunded loans, new members, and other available opportunities.
• Build multiple service profitable member relationships

EDUCATION/EXPERIENCE:

• Bachelor’s Degree required.
• Minimum 6 months of related platform sales experience or financial experience.
• Internal partners must have completed the PBO I Job Family Certification and must be in good standing, with a minimum of 6 months in current position
• Good verbal and written communications skills. Must be able to read and write English. Must be able to input, extract and read data and Standard English on a PC.
• Proficient in Microsoft Office: Outlook, Excel and Word
• Must be able to use multiple system programs simultaneously

Job Type: Full-time

Pay: $21.00 - $28.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Day shift

Experience:

• Personal Banking: 1 year (Preferred)

Work Location: One location

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